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Monthly Archives: December 2012

Quick Start

2013 will get off to a quick start, as many market participants return from the holidays to face several key economic reports at home and overseas including…

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Quick Start

Michael W. Boone, CFP, CFA Recognized as a Top Financial Advisor by LPL Financial

Bellevue, WA –December 26, 2012—Michael W. Boone, CFP, CFA, an independent financial advisor at MWBoone & Associates, LLC in Bellevue, Washington today announced that he was recognized as a top financial advisor and named to the LPL Financial Chairman’s Council for the fifth consecutive year…

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Michael W. Boone, CFP, CFA Recognized as a Top Financial Advisor by LPL Financial

Apocalypse Now?

Given all the news coverage and the drama over what is at stake, it can be easy to think of going over the fiscal cliff — as the spending cuts take effect and tax cuts finally expire — as the end of the world. Wary of the consequences of this collision course with destiny, investors have shunned stocks by selling their holdings of U.S. stock mutual funds on a net basis in every single month this year and…

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Apocalypse Now?

This Is Mandatory Reading

As Congress and the President work together to avoid the looming fiscal cliff during the lame duck session of Congress, a more intransient problem remains in the background: the United States’ structural budget deficit…

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This Is Mandatory Reading

Budgeting the holidays: Tips from a financial planner

Michael W. Boone, CFP, CFA gives some tips on Christmas budgeting and shopping on KING 5-TV news.

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Budgeting the holidays: Tips from a financial planner

Purchases Persist

This week’s meeting of the Federal Reserve (Fed) policymakers has seemingly received little fanfare as negotiations over the “fiscal cliff” continue in Washington and dominate the headlines. Yet the Fed meeting will be noteworthy, as the Fed is widely expected to announce additional outright bond purchases. Operation Twist, the Fed’s maturity extension program…

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Purchases Persist

Festive Fed FAQ

Why Write About the Federal Reserve (Fed) This Week When the Fiscal Cliff Is Looming?

 The Fed may deliver the most important policy announcement of the week, given the ongoing behind-the-scenes fiscal policy debate in Washington. The Fed continues to play a key role in markets and the economy, and that will continue into 2013 and beyond. Although Fed Chairman Ben Bernanke has said that…

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Festive Fed FAQ

Washington’s Dilemma

The advance in the S&P 500, boosted by the latest three weeks of consecutive gains, is at risk if negotiations over the tax increases and spending cuts, known as the fiscal cliff, make no progress in the coming weeks…

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Washington’s Dilemma

Fixed Income 2013 Outlook

As 2012 winds down, bond investors are reflecting on a good year but questioning what 2013 has in store. Bond investors have enjoyed a good year in 2012, with the bond market on pace to finish the year at the high-end of our low- to mid-single-digit total return forecast. Due to slow economic growth, European debt concerns, and perhaps most importantly, a very market-friendly Federal Reserve (Fed), bond prices continued to rise, and yields continued on their downward descent in 2012. Of course, most bond investors…

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Fixed Income 2013 Outlook

Sandy Clouds the Beige Book

Heavily influenced by the impact of Superstorm Sandy and the uncertainty generated by the election and fiscal cliff debate, our proprietary Beige Book Barometer (at +30), is down from a recent high in the April 2012 Beige Book (+101). The Barometer is now back down to the levels seen in the summer and fall of 2011, amid the disruptive…

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Sandy Clouds the Beige Book